Certified Platform App Builder practice test

1. Question 1 · 1

   Universal Containers manages internal projects by department using a custom object called Projects. Only employees in the project's respective department should have view access to all of the department's project records. If an employee changes job roles and moves to another department, the employee should no longer have access to the projects within their former department. Which two options will meet these requirements assuming the organization-wide default for Projects is set to Private? (Choose two.)

   Choose all answers that apply.

   • Create a criteria-based sharing rule using the Project's department that grants access to users by profiles.
   • Create a criteria-based sharing rule using the Project's department that grants access to users by permission sets.
   • Create a criteria-based sharing rule using the Project's department that grants access to users by roles.
   • Create a criteria-based sharing rule using the Project's department that grants access to users by public groups.

2. Question 2 · 1

   An app builder would like to streamline the user experience by reflecting summarized calculations of specific fields on various objects. Which three field types could be used in roll-up summary fields to accomplish this? (Choose three.)

   Choose all answers that apply.

   • Checkbox
   • Date
   • Percent
   • Time
   • Currency

3. Question 3 · 1

   A customer service representative at a call center would like to be able to collect information from customers using a series of question prompts. What could be used to accomplish this?

   Choose one answer.

   • Workflow Rules
   • Salesforce Connect
   • Flow
   • Process Builder

4. Question 4 · 1

   An app builder has been asked to provide users a way to identify a Contact's "Preferred Contact Method" directly on the Contact record. Users need to be able to identify whether a phone number or an e-mail is the Contact's preferred communication method. What field type will allow the app builder to accomplish this with the fewest fields possible?

   Choose one answer.

   • Picklist
   • E-mail
   • Checkboxes
   • Formula

5. Question 5 · 1

   Universal Containers uses a private sharing model for opportunities. This model cannot be changed due to a regional structure. A new sales operations team has been created. This team needs to perform analysis on Opportunity data, and should have read and write access to all Opportunities. Which two are recommended solutions for the app builder to give the users appropriate access? (Choose two.)

   Choose all answers that apply.

   • Add a manual share for all opportunities with each user on the sales operations team.
   • Create a criteria-based sharing rule to share all opportunities with the sales operations private group.
   • Create a criteria-based sharing rule to share all opportunities with the sales operations public group.
   • Add a permission set with "View All" and "Modify All" opportunity permissions enabled.

6. Question 6 · 1

   Universal Containers has a requirement that an Opportunity should have a field showing the value of its associated account's billing state. This value should not change after the Opportunity has been created. What is the recommended solution to configure this automation behavior?

   Choose one answer.

   • Formula field
   • Apex
   • Roll-up summary field
   • Workflow

7. Question 7 · 1

   Universal Containers conducts evaluations of its sales reps using a custom object consisting of numerical scores and executive comments. The company wants to ensure that only the sales reps, their managers, and their manager's executives can view the rep's evaluation record, but the reps should not be able to view the executive comment fields on their review. How can these requirements be met?

   Choose one answer.

   • Use a private sharing model granting record access using hierarchy; manage field access with record types and field-level security.
   • Use a private sharing model granting record access using custom settings; manage field access with page layouts and field-level security.
   • Use a private sharing model granting record access using hierarchy; manage field access with field-level security.
   • Use a private sharing model granting record access using custom settings; manage field access with record types and page layouts.

8. Question 8 · 1

   Which two objects can be members of a Campaign? (Choose two.)

   Choose all answers that apply.

   • Opportunity
   • Account
   • Lead
   • Contact

9. Question 9 · 1

   At Universal Containers, the VP of Service has requested a visual indicator flag on each case, based on the case priority. High-priority case should be flagged red, medium-priority should be flagged yellow, and low-priority cases should be flagged green. Which two formulas will accomplish this requirement? (Choose two.)

   Choose all answers that apply.

   • IMAGE( CASE( Priority, "Low", "/img/samples/flag_green.gif", "Medium", "/img/samples/flag_yellow.gif, "High", "img/samples/flag_red.gif", "/s.gif"), "Priority Flag")
   • IF(ISPICKVAL(Priority, "Low"), "/img/samples/flag_green.gif , IF(ISPICKVAL(Priority, "Medium"), "/img/samples/flag_yellow.gif", IF(ISPICKVAL(Priority, "High"), "/img/samples/flag_red.gif, "/s.gif") ) )
   • CASE( Priority, "Low", "/img/samples/flag_green.gif", "Medium", "/img/samples/flag_yellow.gif", "High", "/img/samples/flag_red.gif", "/s.gif")
   • IMAGE( IF(ISPICKVAL(Priority, "Low"), "/img/samples/flag_green.gif", IF(ISPICKVAL(Priority, "Medium"), "/img/samples/flag_yellow.gif", IF(ISPICKVAL (Priority, "High"), "/img/samples/flag_red.gif", "/s.gif) ) ), "Priority Flag")

10. Question 10 · 1

    The Director of Customer Services wants to know when agents are overwhelmed with high-priority items in the support queue. The Director wants to receive a notification when a new case is open with the status of "New" for more than four business hours. Which two automation processes should be used to accomplish this? (Choose two.)

    Choose all answers that apply.

    • Flow Builder
    • Process Builder
    • Escalation rules
    • Scheduled Apex

11. Question 11 · 1

    Which three statements are true about converting a Lead? (Choose three.)

    Choose all answers that apply.

    • The system automatically maps standard lead fields to standard account, contact, and opportunity fields.
    • Administrators may choose whether to enforce validation rules and triggers.
    • Multi-select picklist values on Lead records overwrite values on Contact's corresponding field.
    • Users can convert leads that are associated with an active approval process.
    • The Lead's most recent campaign record is automatically applied to the "Primary Campaign Source" field on the opportunity.

12. Question 12 · 1

    Which two are capabilities of record types? (Choose two.)

    Choose all answers that apply.

    • Displaying different field labels.
    • Displaying different page layouts.
    • Filtering picklist values.
    • Having multiple record types on one record.

13. Question 13 · 1

    The organization-wide default for a custom object is set to private. The Supervisor profile grants view access to the same object. A user with the Supervisor profile is also listed as the Manager on the user detail records for a subordinate. However, the Supervisor still cannot view records owned by the subordinate. Which two issues are preventing the Supervisor from viewing records owned by the subordinate? (Choose two.)

    Choose all answers that apply.

    • Organization-wide settings for the custom object grant access to other users with the same role.
    • The Supervisor requires a permission set in order to view the subordinate's records.
    • The Supervisor's role is not above the subordinate's role in the hierarchy.
    • Organization-wide settings for the custom object do not grant access using hierarchy.

14. Question 14 · 1

    A custom object named Assignment has private sharing setting that grants access using hierarchies. The organization has a role hierarchy where each Territory Manager reports to an Area Manager, who reports to a VP of Sales. The VP of Sales is at the top of the role hierarchy. A user who is in the Area Manager role creates a new Assignment record. Who can see this record?

    Choose one answer.

    • The record owner only.
    • The record owner and the VP of Sales.
    • The record owner and all of the other Area Managers.
    • The record owner and all of the Territory Managers in their hierarchy.

15. Question 15 · 1

    The app builder at Universal Containers has been asked to ensure that when an Opportunity record exceeding $20k is being saved, details have been captured in the Comments field. What can be used to meet this requirement?

    Choose one answer.

    • Process Builder
    • Validation Rule
    • Approval Process
    • Workflow

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